Death spiral for solar companies?
What’s going on? Have they taken on too many honerous supply contracts? An inquiry into the short-thesis in solar land.
What’s going on? Have they taken on too many honerous supply contracts? An inquiry into the short-thesis in solar land.
US demand booming..
Ongoing, it’s not too difficult to see what this will cause..
Despite a few hick-ups. It’s the only energy source that is getting cheaper..
Solar. The only energy source that is getting cheaper. The speed of the conquest, on the back of European consumption subsidies and Chinese cheap capital and labour, has been breath-taking. […]
After all that talk of drastic subsidy cuts in Italy brought the sector down, now we have a couple of nice surprises..
Two big effects this terrible disaster..
Even if Italy is in the doledrums…
Ever increasing..
That quest for grid-parity (the point where electricity from renewables can be offered without subsidies as it is just as expensive as electricity from the grid) is getting tantalizingly near […]